Retirement Plans for Individuals & Businesses

A look at some of the choices. Provided by Christian H. DePaul, CFP, MS, CDFA   Households are saving too little for the future. According to one new analysis, 41% of Gen Xers and 42% of baby boomers have yet … Read More

The Medical Expense Deduction in 2018

Tax reform has lowered the threshold. Provided by Christian H. DePaul, CFP, MS, CDFA   If you itemize, you should note the reduced medical deduction threshold for 2018. This year, you can deduct qualified medical expenses exceeding 7.5% of your … Read More

Tax Efficiency in Retirement

How much attention do you pay to this factor? Provided by Christian H. DePaul, CFP, MS, CDFA     Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If … Read More

The Move Toward Fee-Based Advisory Accounts

Why financial professionals are changing their business models. Provided by Christian H. DePaul, CFP, MS, CDFA   A major shift has occurred in the financial world. More and more financial professionals have moved away from the industry’s traditional compensation model … Read More

Why Life Insurance Matters for New Homeowners

It addresses a significant financial risk. Provided by Christian H. DePaul, CFP, MS, CDFA   If you buy a home and you have no life insurance, there is a financial risk. It may not be immediately evident, but it must … Read More